-26.6%
BHFAO vs VT
+65.7%
-92.3%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -1.0% |
| 7D | -0.2% | -0.1% | -0.1% | -0.2% |
| 30D | +2.0% | -0.7% | +2.6% | +2.2% |
| 3M | -4.7% | +4.0% | -8.7% | -6.4% |
| 6M | -9.9% | +12.3% | -22.2% | -14.5% |
| YTD | -1.2% | +14.0% | -15.2% | -6.9% |
| 1Y | -11.5% | +20.3% | -31.8% | -18.5% |
| 3Y | -21.8% | +75.4% | -97.2% | -39.0% |
| 5Y | -26.6% | +66.0% | -92.6% | -43.5% |
| All | -26.6% | +65.7% | -92.3% | -43.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling